Posts

Invoices

The management needs a detailed invoice for each job in order for it to be approved. Right now they are printing them all out, letting management approve each invoice, and then printing again with changes. We were just trying to cut back on paper and...

Cash Basis accounting

Anyone out there on cash basis accounting???? Need help reporting income per business unit on a cash basis...at the invoice item business unit level.

kari_hom by New Contributor
  • 1422 Views
  • 1 replies
  • 0 kudos

Workflows for Batching

Who does your batching? We're thinking about having dispatchers batch since they are ensuring proper billing for the jobs that are completed.

joeviars by New Contributor
  • 1847 Views
  • 2 replies
  • 0 kudos

Partial Payments for jobs not ready to complete.

How do you deal with partial payments? Several of our customers pay a deposit and then the rest upon completion of the job. The problem is I can't batch and export the invoice until the job is marked complete. So how do I batch and export the payment...

Rita_C by New Contributor
  • 6131 Views
  • 9 replies
  • 0 kudos

Invoice Templates

Hey everyone!Our company is looking to update our verbiage on our invoices. Anyone willing to share some ideas of their invoice message, authorization paragraph, and acknowledgement paragraph?Thanks in advance!!!

chelsiebogel by ServiceTitan Certified Administrator
  • 1913 Views
  • 1 replies
  • 0 kudos

Auto send receipts

When an invoice is paid in full (or even in part) I believe it would be good if a receipt was auto generated and emailed to the customer.

carlie40 by New Contributor
  • 3392 Views
  • 4 replies
  • 11 kudos

Past Due Balance (feature request)

The e-mail template in ServiceTitan for invoices is just a generic, blanket "This is your invoice"-style template. What if there was a way to change that text (via a preset template) based on the AR status of the invoice? If the system knew automatic...

Automatic Payment Plan

Is there a way to set up a plan for a customer to pay monthly on an invoice? Non Membership.

maemilyv by New Contributor III
  • 2915 Views
  • 4 replies
  • 1 kudos

Receive payments via ACH

It would be great if a customer went to pay online, that they could pay via an ACH instead of having to pay with a credit card. I pay $1.00 per transaction when I receive money through quickbooks this way. Would be a lot better than paying the 3% cre...

jason_ho by New Contributor II
  • 2678 Views
  • 3 replies
  • 4 kudos

Customer Name Hyperlink in Batching

It would be EXTREMELY helpful if Customers were a hyperlink in "Batch/Export Transactions" under the accounting tab. Customer names are already a hyperlink in so many other places throughout the system. Currently the invoice number is a hyperlink, wh...

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